Glass Wealth Management Co., LLC logo

Glass Wealth Management Co., LLC

Updated today

Client assets under management

$270,715,416

Clients

349

43% high-net-worth

Advisors

4

of 6 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

87

High

Average account size

$775,689

About

Glass Wealth Management Co., LLC provides discretionary and non-discretionary investment management to high‑net‑worth individuals, families, trusts, donor‑advised funds, and closely held entities. The firm manages about $312 million across roughly 350 client relationships and also offers a Total Asset Management service for family relationships with more than $5 million in assets, in which it supplements portfolio management with consulting on external investments and referrals to professional service providers.

The firm constructs fully customized portfolios rather than using model portfolios and manages accounts across four core strategies (core equity, balanced, total fixed income, and total asset management for large families). Its process combines a top‑down sector assessment with bottom‑up company selection, emphasizes long‑term, tax‑aware investing with low turnover, and applies a documented sell discipline when price or fundamentals change.

Notable operational and governance features include a recent internal ownership succession intended to preserve continuity of leadership and an explicitly family‑office style offering for larger relationships that includes external asset review and implementation options. The firm uses an institutional platform relationship to access custody, trade execution and practice‑management tools, aggregates fixed‑income trades but generally does not aggregate equity orders, and does not accept proxy voting authority (custodians send proxies directly to clients).

Client services

Portfolio management

Expertise

Wealth management Tax-loss harvesting

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Fee options

Percentage

$0 - $1 million: 1.00% annually $1 million - $5 million: 0.60% annually $5 million - $25 million: 0.50% annually (fees negotiable above $25 million)

Other

Account minimum: $5 million (for Total Asset Management service)

Main office location

Glass Wealth Management Co., LLC

1020 Ne Loop 410, Suite 802

San Antonio TX 78209-1544, United States

Number of offices

1

Most active in

Louisiana · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Stephen W

Series 63

San Antonio, TX

Glass Wealth Management Co., LLC

Stephen Wilde is a financial advisor at Glass Wealth Management Co., LLC in San Antonio, TX, with 26 years of industry experience. He holds a Series 63 designation and has been with Glass Wealth Management and its predecessor since 2014. Outside of his advisory role, Wilde is involved in managing several family investment entities focused on illiquid real estate, private company investments, and oil. Glass Wealth Management Co., LLC provides discretionary and non-discretionary investment management and consulting services to individuals, high-net-worth families, trusts, estates, and small corporate entities. The firm offers a family-focused Total Asset Management service and builds custom portfolios using a combined top-down and bottom-up investment approach.

Wealth management Tax-loss harvesting
user avatar

David H

Series 63, Series 65

San Antonio, TX

Glass Wealth Management Co., LLC

David Hornberger is a financial advisor with Glass Wealth Management Co., LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities LLC. Outside of his advisory role, he is involved as a minority owner and managing member of family-owned investment partnerships and serves as trustee for family trusts. Glass Wealth Management Co., LLC provides discretionary and non-discretionary investment management and consulting services to individuals, high-net-worth families, trusts, estates, and small corporate entities. The firm employs a combined top-down and bottom-up investment approach and offers a family-focused Total Asset Management service for clients with over $5 million in firm-managed assets.

Wealth management Tax-loss harvesting
user avatar

Christopher W

Series 63, Series 65

San Antonio, TX

Glass Wealth Management Co., LLC

Christopher Wilde is a financial advisor at Glass Wealth Management Co., LLC in San Antonio, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Glass Wealth Management and its predecessor entity since 2013. Outside of his advisory role, Wilde is involved in managing several closely-held family investment vehicles focused on illiquid real estate, private company investments, and oil and gas ventures. Glass Wealth Management Co., LLC provides discretionary and non-discretionary investment management and consulting services to individuals, families, trusts, estates, and small corporate entities. The firm employs a combined top-down and bottom-up investment approach, emphasizing tax efficiency, low turnover, and a defined sell discipline, with a particular focus on family office and Total Asset Management services for high-net-worth families.

Wealth management Tax-loss harvesting
user avatar

Campbell S

Series 65

San Antonio, TX

Glass Wealth Management Co., LLC

Campbell Seay is a financial advisor at Glass Wealth Management Co., LLC with one year of industry experience. He holds a Series 65 designation and has been with the firm since 2024. Prior to joining the firm, he was not employed in the financial industry for ten years. Glass Wealth Management Co., LLC provides discretionary and non-discretionary investment management and consulting services to individuals, high-net-worth families, trusts, estates, and small corporate entities. The firm employs a combined top-down and bottom-up investment approach and offers a family-focused Total Asset Management service for clients with significant assets.

Wealth management Tax-loss harvesting
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